Rickey Advisors

Content rating
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

The Rickey Advisors app allows you to track your investments, access key reports, stay up to date on your financial plan and goals, and connect with your planner all through the app. You can see all your accounts in one place to keep you on your best path forward.

Features Include:

View your portfolio holdings and asset allocation

Track your balance and account performance

Link your outside accounts and bank accounts to see your total financial picture in one place

Securely store and share documents with your advisor

Access your financial plan and track the progress toward your goals

Run “what-if” scenarios to see how different decision affect your plan

Access key reports on demand including transaction history, tax statements, monthly and quarterly statements

Access the news feed from your advisor to stay up to date

Connect with your advisor through the app
Updated on
Aug 22, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, App activity and 2 others
Data is encrypted in transit
Data can’t be deleted

What's new

Bug fixes and performance enhancements.